Jet Reports/ Fabric/ Data Analytics
reporting services
Why Jet Reports Sets Us Apart
Front-line staff need fast, reliable access to the data that supports their day-to-day responsibilities without unnecessary complexity
Key needs: task-level data, operational reports
How data is typically consumed: operational reports, on-screen task data
Relevant tools:
- Standard Business Central Tools:
- Out-of-the-box RDLC Reports deliver immediate access to transactional and operational data.
- Analysis Mode allows users to filter, group, and pivot data directly within Business Central – ideal for quick checks and task execution.
Our Enhancements:
- We create custom Jet Reports that simplify operational reporting in Excel, such as daily order summaries, shipment tracking, and inventory level snapshots.
- These reports are designed for ease of use with minimal training required, empowering staff to get answers without needing to export or manipulate data directly
Managers need to monitor departmental performance, identify trends, and make informed decisions based on broader data views
Key needs: Department trends, performance summaries
How data is typically consumed: Managerial reports, ad-hoc analysis
Relevant tools:
Standard Business Central Tools:
- Out-of-the-box RDLC Reports provide structured summaries for departments
- Built-in Power BI Apps offer visual dashboards embedded in Business Central for key operational metrics
- Analysis Mode enables quick, on-the-fly data exploration
Our Enhancements:
- We create custom Jet Reports that simplify operational reporting in Excel, such as daily order summaries, shipment tracking, and inventory level snapshots.
- These reports are designed for ease of use with minimal training required, empowering staff to get answers without needing to export or manipulate data directly
Executives and senior leaders need strategic insights that support long-term planning, financial oversight, and organizational alignment
Key needs: Strategic insights, financial summaries
How data is typically consumed: KPIs, dashboards, financial reports
Relevant tools:
- Standard Business Central Tools:
- Financial Reports offer visibility into profitability, cash flow, and budgetary performance
- Built-in Power BI Apps provide access to high-level dashboards and financial summaries
Our Enhancements:
- For organizations ready to scale their analytics, we implement Microsoft Fabric to seamlessly integrate data from diverse sources, automate complex data pipelines, and harness advanced AI capabilities for predictive analytics and machine learning models. This empowers businesses to uncover deep insights, drive innovation, and make data-driven decisions with unprecedented speed and accuracy.
- Our team builds custom Power BI dashboards and data models within Fabric that deliver real-time KPIs, financial insights, and strategic overviews designed specifically for leadership decision-making.
- These solutions help executives monitor business health, evaluate performance against strategic goals, and make data-driven decisions with confidence
Front-line staff need fast, reliable access to the data that supports their day-to-day responsibilities without unnecessary complexity
Key needs: task-level data, operational reports
How data is typically consumed: operational reports, on-screen task data
Relevant tools:
- Standard Business Central Tools:
- Out-of-the-box RDLC Reports deliver immediate access to transactional and operational data.
- Analysis Mode allows users to filter, group, and pivot data directly within Business Central – ideal for quick checks and task execution.
Our Enhancements:
- We create custom Jet Reports that simplify operational reporting in Excel, such as daily order summaries, shipment tracking, and inventory level snapshots.
- These reports are designed for ease of use with minimal training required, empowering staff to get answers without needing to export or manipulate data directly
Managers need to monitor departmental performance, identify trends, and make informed decisions based on broader data views
Key needs: Department trends, performance summaries
How data is typically consumed: Managerial reports, ad-hoc analysis
Relevant tools:
Standard Business Central Tools:
- Out-of-the-box RDLC Reports provide structured summaries for departments
- Built-in Power BI Apps offer visual dashboards embedded in Business Central for key operational metrics
- Analysis Mode enables quick, on-the-fly data exploration
Our Enhancements:
- We create custom Jet Reports that simplify operational reporting in Excel, such as daily order summaries, shipment tracking, and inventory level snapshots.
- These reports are designed for ease of use with minimal training required, empowering staff to get answers without needing to export or manipulate data directly
Executives and senior leaders need strategic insights that support long-term planning, financial oversight, and organizational alignment
Key needs: Strategic insights, financial summaries
How data is typically consumed: KPIs, dashboards, financial reports
Relevant tools:
- Standard Business Central Tools:
- Financial Reports offer visibility into profitability, cash flow, and budgetary performance
- Built-in Power BI Apps provide access to high-level dashboards and financial summaries
Our Enhancements:
- For organizations ready to scale their analytics, we implement Microsoft Fabric to seamlessly integrate data from diverse sources, automate complex data pipelines, and harness advanced AI capabilities for predictive analytics and machine learning models. This empowers businesses to uncover deep insights, drive innovation, and make data-driven decisions with unprecedented speed and accuracy.
- Our team builds custom Power BI dashboards and data models within Fabric that deliver real-time KPIs, financial insights, and strategic overviews designed specifically for leadership decision-making.
- These solutions help executives monitor business health, evaluate performance against strategic goals, and make data-driven decisions with confidence
MICROSOFT FABRIC
Why Fabric + Power BI Sets Us Apart
Staff see what they need for their job right away, with simple visuals and one-click access to records.
what they need: Quick answers for day-to-day tasks (orders, shipments, inventory).
How Fabric + Power BI helps:
- Data from Business Central is automatically collected and cleaned in the background (Fabric).
- Power BI tiles and reports show today’s numbers right inside Business Central or Teams.
- Staff can spot exceptions (late orders, low stock) and drill to the details without exporting spreadsheets.
Managers get reliable scorecards and trend reports that help them understand how the business is performing.
what they need: Department-level performance, trends, and comparisons.
How Fabric + Power BI helps:
- Fabric organizes data into clear subject areas (Sales, Inventory, Purchasing) so managers always work from one version of the truth.
- Power BI dashboards track weekly/monthly performance, top/bottom items, and target vs. actual results.
- Managers can drill from KPIs to see which customers, products, or teams are driving results.
Leaders see a single, trusted view of the business and can use data to plan, predict, and make confident strategic decisions.
What they need: Big-picture insights, financial health, and future planning.
How Fabric + Power BI helps:
- Fabric combines Business Central with other systems (CRM, HR, web data) into one governed, enterprise-ready foundation.
- Gold-layer models provide clean, trusted data for finance, sales, and operations.
- Power BI delivers executive dashboards with KPIs, scenario analysis, and necessary forecasting.
Staff see what they need for their job quickly, with simple visuals and one-click access to records.
what they need: Quick answers for day-to-day tasks (orders, shipments, inventory).
How Fabric + Power BI helps:
- Data from Business Central is automatically collected and cleaned in the background (Fabric).
- Power BI tiles and reports show today’s numbers right inside Business Central or Teams.
- Staff can spot exceptions (late orders, low stock) and drill to the details without exporting spreadsheets.
Managers get reliable scorecards and trend reports that help them understand how the business is performing.
what they need: Department-level performance, trends, and comparisons.
How Fabric + Power BI helps:
- Fabric organizes data into clear subject areas (Sales, Inventory, Purchasing) so managers always work from one version of the truth.
- Power BI dashboards track weekly/monthly performance, top/bottom items, and target vs. actual results.
- Managers can drill from KPIs to see which customers, products, or teams are driving results.
Leaders see a single, trusted view of the business and can use data to plan, predict, and make confident strategic decisions.
What they need: Big-picture insights, financial health, and future planning.
How Fabric + Power BI helps:
- Fabric combines Business Central with other systems (CRM, HR, web data) into one governed, enterprise-ready foundation.
- Gold-layer models provide clean, trusted data for finance, sales, and operations.
- Power BI delivers executive dashboards with KPIs, scenario analysis, and necessary forecasting.
Use Case: Sales Cube
The Sales Cube transforms unstructured Business Central data into a complete picture of sales performance, tailored to the needs of staff, managers, and executives. Built on Microsoft Fabric’s Medallion architecture (Bronze → Silver → Gold), it ensures data flows smoothly from collection to insight. Power BI then brings the story to life through dashboards, KPIs, and drill-through reports that make decision-making simple and effective.
how it works
Daily needs:
Order status, shipments, backlogs, and exceptions.
- Data from Business Central is automatically collected and cleaned in the background (Fabric).
- Power BI tiles and reports show today’s numbers right inside Business Central or Teams.
- Staff can spot exceptions (late orders, low stock) and drill to the details without exporting spreadsheets.
Example:
A sales coordinator sees that 10 shipments are delayed today. With one click, they open the list of affected orders and resolve the issue directly in Business Central.
department needs:
Trends, comparisons, and performance drivers.
- The Sales Cube organizes data by Customer, Product, Region, and Time, giving managers trusted “slices” to analyze.
- Power BI dashboards show month-over-month sales, top/bottom products, and margin by customer segment.
- Managers can quickly answer why sales are up or down with drill-through analysis.
Example:
A regional manager notices sales dropped 8% this month. By drilling in, they discover it’s caused by one declining product line across two key accounts, actionable insight to address immediately.
Daily needs:
Revenue growth, profitability, forecasting, and planning.
- Fabric combines the Sales Cube with CRM pipeline data, financial budgets, and even external sources (e.g., market benchmarks).
- Executives view revenue KPIs, pipeline-to-cash forecasts, profitability by region, and progress against strategic goals in Power BI.
- Centralized visibility across regions and products ensures leaders can quickly spot underperforming areas or emerging issues, before they escalate into bigger problems.
Example:
The leadership team reviews quarterly revenue targets. Instead of just looking backward, they see forecasts for the next quarter by region , tied to current pipeline opportunities, helping them plan resources and strategy.
Daily needs:
Order status, shipments, backlogs, and exceptions.
- Data from Business Central is automatically collected and cleaned in the background (Fabric).
- Power BI tiles and reports show today’s numbers right inside Business Central or Teams.
- Staff can spot exceptions (late orders, low stock) and drill to the details without exporting spreadsheets.
Example:
A sales coordinator sees that 10 shipments are delayed today. With one click, they open the list of affected orders and resolve the issue directly in Business Central.
department needs:
Trends, comparisons, and performance drivers.
- The Sales Cube organizes data by Customer, Product, Region, and Time, giving managers trusted “slices” to analyze.
- Power BI dashboards show month-over-month sales, top/bottom products, and margin by customer segment.
- Managers can quickly answer why sales are up or down with drill-through analysis.
Example:
A regional manager notices sales dropped 8% this month. By drilling in, they discover it’s caused by one declining product line across two key accounts, actionable insight to address immediately.
Daily needs:
Revenue growth, profitability, forecasting, and planning.
- Fabric combines the Sales Cube with CRM pipeline data, financial budgets, and even external sources (e.g., market benchmarks).
- Executives view revenue KPIs, pipeline-to-cash forecasts, profitability by region, and progress against strategic goals in Power BI.
- Centralized visibility across regions and products ensures leaders can quickly spot underperforming areas or emerging issues, before they escalate into bigger problems.
Example:
The leadership team reviews quarterly revenue targets. Instead of just looking backward, they see forecasts for the next quarter by region , tied to current pipeline opportunities, helping them plan resources and strategy.
